See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,188 | $59,839+14.0% | $81,983-16.8% | $79,858-14.6% |
| Participation rate | 57.7% | 61.6%-3.9pp | 69.2%-11.6pp | 69.6%-11.9pp |
| Annual return | 11.92% | 17.56%-5.6pp | 41.31%-29.4pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,361 | $2,695-49.5% | $3,722-63.4% | $3,740-63.6% |
| Admin fee / account holder | $229 | $4,287-94.7% | $5,664-96.0% | $5,306-95.7% |